Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UBOH (United Bancshares Inc) | -9.85% | 55.47% | 2.33% | 13.20% | 8.69% | 9.16% | 4.47% | 2.97% |
Data as of 06/09/2025, AR inception is 01/05/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBOH (United Bancshares Inc) | 01/05/2000 | 06/09/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 55.47 | 2.33 | 13.20 | 8.69 | 9.16 | 4.47 | 2.97 | -9.85 | 68.19 | 7.84 | -36.53 | 23.21 | 14.83 | 16.24 | -7.82 | 3.69 | 17.38 | 26.23 | 2.27 | 46.75 | 41.87 | -27.65 | 3.17 | -1.08 | -32.97 | -20.19 | 7.39 | -7.84 | 8.17 | 35.94 | 17.74 | 1.51 | -41.15 |
| Sharpe Ratio | NA | 1.80 | -0.07 | 0.28 | 0.19 | NA | NA | 0.04 | -0.94 | 2.62 | 0.16 | -1.06 | 0.54 | 0.20 | 0.38 | -0.31 | 0.10 | 0.53 | 1.31 | 0.08 | 1.60 | 1.06 | -0.84 | 0.10 | -0.02 | -0.58 | -0.66 | 0.15 | -0.25 | 0.17 | 1.60 | 0.33 | -0.02 | -0.40 |
| Standard Deviation(%) | NA | 28.69 | 27.82 | 35.78 | 38.35 | NA | NA | 41.83 | 26.21 | 24.62 | 25.76 | 35.94 | 42.84 | 72.86 | 38.57 | 29.38 | 29.44 | 32.51 | 20.06 | 26.67 | 29.12 | 39.78 | 32.89 | 31.60 | 54.96 | 58.19 | 35.38 | 26.70 | 40.35 | 42.15 | 21.86 | 49.95 | 58.99 | 114.04 |
| Draw Down(%) | NA | 20.68 | 40.09 | 50.11 | 50.11 | NA | NA | 62.73 | 20.68 | 11.24 | 17.15 | 47.68 | 27.53 | 45.97 | 22.77 | 19.40 | 16.14 | 15.96 | 5.66 | 19.01 | 10.92 | 19.88 | 36.61 | 16.52 | 29.89 | 36.51 | 29.15 | 9.45 | 17.70 | 17.00 | 4.76 | 30.43 | 30.65 | 52.93 |
| Yield(%) | 0.00 | 4.85 | 3.00 | 4.60 | 3.48 | 3.74 | 1.80 | 1.25 | 1.50 | 4.60 | 4.70 | 2.77 | 2.92 | 2.17 | 2.51 | 2.18 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2025, AR inception is 01/05/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBOH (United Bancshares Inc) |
-19.11%
Dec 2006 - Dec 2009 |
-16.95%
Dec 2006 - Dec 2011 |
-4.84%
Jun 2002 - Jun 2012 |
0.40%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBOH (United Bancshares Inc) |
31.36%
Mar 2012 - Mar 2015 |
26.01%
Jan 2012 - Jan 2017 |
18.15%
Mar 2012 - Mar 2022 |
10.15%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison Chart